Stephen J. Brindle has been providing clients with financial advice and guidance since he began his career with Merrill in 2008.  Steve holds a bachelor’s degree in finance from James Madison University with a European business concentration and environmental studies minor.  In 2011, he earned the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.  Steve was named to the Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2022* (published on August 3, 2022. Rankings based on data as of March 31, 2022.)  Steve is active in the local community and leads outreach efforts through the Responsible Citizens Committee in the office.  Outside of the office, he enjoys hiking, fly fishing, a variety of sports, traveling, photography, and volunteering with the Harrisburg Area Humane Society.  Steve and his wife, Christine, reside in Clarks Valley with their two children, Emerson and Avery, and dog, Tucker.

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published on August 3, 2022. Rankings based on data as of March 31, 2022.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive Compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Alan Krasner has been in the financial services industry since 2007 and joined Merrill Lynch Wealth Management in 2010. Prior to 2007, he was in the field of information technology consulting for 22 years. Alan is a 1979 graduate of Bucknell University, with a B.A. in Economics and Political Science. He earned an M.B.A. in 1985 from Cornell University, with a concentration in Finance. He and his wife, Lorie, live in Harrisburg and have two adult children, Ali and Drew. Alan enjoys sports, the arts, meditation and yoga, as well as creative writing, and has published three books of poetry.

Kaia began her career at Merrill Lynch Wealth Management in 2018.  She is a 2015 graduate of Penn State University where she earned a B.S. in Psychology.  In 2020, Kaia obtained her CERTIFIED FINANCIAL PLANNER™ certification.  Kaia is an avid traveler, foodie, and outdoor enthusiast who enjoys climbing, skiing, hiking, and stand-up paddling.